Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
SuiteWorld | October 25–28, 2026 | Las Vegas Where our community gets ready for what’s next!
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
NSC | How to hide the "Sales Order/Cash Sale/Invoice" buttons from processed Estimates?
In NetSuite, once an Estimate is processed, users have the ability to create a Sales Order, Cash Sale, and Invoice directly on the Estimate itself. However, some businesses wants to remove these options once the estimate is processed. In this article, we'll guide you on how to do this by using a Workflow.
Scenario:
The company wants to remove the Sales Order/ Cash Sale/ Invoice buttons on processed Estimates as seen below:
Create the Workflow:
Navigate to Customization > Workflow > Workflows > New
On the Workflow page, set the fields below:
- Name: <Set the name of your Workflow here>
- Record Type: Transaction
Tagged:
0